Clifford Swan Investment Counsel’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365K | Hold |
2,333
| – | – | 0.01% | 255 |
|
|
2026
Q1 | $353K | Hold |
2,333
| – | – | 0.01% | 252 |
|
|
2025
Q4 | $329K | Hold |
2,333
| – | – | 0.01% | 256 |
|
|
2025
Q3 | $332K | Hold |
2,333
| – | – | 0.01% | 259 |
|
|
2025
Q2 | $310K | Sell |
2,333
-200
| -8% | -$25.9K | 0.01% | 259 |
|
|
2025
Q1 | $340K | Hold |
2,533
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $333K | Hold |
2,533
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $342K | Hold |
2,533
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $306K | Hold |
2,533
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $312K | Hold |
2,533
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $297K | Sell |
2,533
-1,268
| -33% | -$140K | 0.01% | 261 |
|
|
2023
Q3 | $409K | Hold |
3,801
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $431K | Hold |
3,801
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $445K | Hold |
3,801
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $458K | Hold |
3,801
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $408K | Hold |
3,801
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $447K | Hold |
3,801
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $487K | Hold |
3,801
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $466K | Hold |
3,801
| – | – | 0.02% | 245 |
|
|
2021
Q3 | $453K | Sell |
3,801
-200
| -5% | -$23.4K | 0.02% | 243 |
|
|
2021
Q2 | $461K | Hold |
4,001
| – | – | 0.02% | 235 |
|
|
2021
Q1 | $457K | Hold |
4,001
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $385K | Sell |
4,001
-300
| -7% | -$27.2K | 0.02% | 244 |
|
|
2020
Q3 | $351K | Hold |
4,301
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $347K | Hold |
4,301
| – | – | 0.02% | 240 |
|
|
2020
Q1 | $316K | Buy |
4,301
+200
| +5% | +$19.1K | 0.02% | 231 |
|
|
2019
Q4 | $433K | Hold |
4,101
| – | – | 0.02% | 227 |
|
|
2019
Q3 | $418K | Buy |
4,101
+768
| +23% | +$76.6K | 0.02% | 221 |
|
|
2019
Q2 | $332K | Sell |
3,333
-1,178
| -26% | -$116K | 0.02% | 241 |
|
|
2019
Q1 | $443K | Hold |
4,511
| – | – | 0.02% | 219 |
|
|
2018
Q4 | $403K | Buy |
4,511
+1,178
| +35% | +$113K | 0.02% | 218 |
|
|
2018
Q3 | $333K | Hold |
3,333
| – | – | 0.02% | 250 |
|
|
2018
Q2 | $326K | Hold |
3,333
| – | – | 0.02% | 249 |
|
|
2018
Q1 | $317K | Hold |
3,333
| – | – | 0.02% | 250 |
|
|
2017
Q4 | $329K | Sell |
3,333
-77
| -2% | -$7.41K | 0.02% | 245 |
|
|
2017
Q3 | $319K | Hold |
3,410
| – | – | 0.02% | 248 |
|
|
2017
Q2 | $314K | Hold |
3,410
| – | – | 0.02% | 255 |
|
|
2017
Q1 | $311K | Buy |
+3,410
| New | +$309K | 0.02% | 243 |
|
Other funds holding DVY
Clifford Swan Investment Counsel's DVY Position: Q2 2026 in Review
Clifford Swan Investment Counsel held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,333 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #255.
Clifford Swan Investment Counsel first reported a position in DVY in Q1 2017 and has held it in 38 quarters since. The position peaked at $487K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Clifford Swan Investment Counsel held 2,333 shares of iShares Select Dividend ETF worth $365K as of Q2 2026.
- Clifford Swan Investment Counsel left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #255 holding.
- Clifford Swan Investment Counsel first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 38 quarters since.
- Clifford Swan Investment Counsel's iShares Select Dividend ETF position peaked at $487K in Q1 2022.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.